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Home > Institutional Investor > Ss&h Financial Advisors, Inc. > Profile

Instuitional Investor - Ss&h Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Ss&h Financial Advisors, Inc.
Portfolio Value $390,935
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 104,790 $34,301 8.77%
2.
Nvidia Corp
 NVDA 133,706 $26,753 6.84%
3.
Micron Technology Inc
 MU 19,965 $23,045 5.89%
4.
Apple Inc.
 AAPL 71,901 $20,805 5.32%
5.
Microsoft Corp
 MSFT 44,698 $16,673 4.26%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.